|
1
|
Wealth Architects
Mountain View,
California
|
$37M
|
+$1.06M
|
+17,205
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$10.9M
|
+178,130
|
+108%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$17.8M
|
-$343K
|
-5,588
|
-2%
|
|
|
4
|
Wharton Business Group
Malvern,
Pennsylvania
|
$14.7M
|
+$254K
|
+4,135
|
+2%
|
|
|
5
|
Hills Bank & Trust
North Liberty,
Iowa
|
$13.7M
|
+$961K
|
+15,654
|
+7%
|
|
|
6
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$9.09M
|
+$227K
|
+3,690
|
+2%
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$8.98M
|
+$1.84M
|
+29,941
|
+25%
|
|
|
8
|
Northwest Bank & Trust
Davenport,
Iowa
|
$7.54M
|
+$68.4K
|
+1,114
|
+0.9%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.41M
|
+$1.9M
|
+30,994
|
+33%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.79M
|
-$43.5K
|
-709
|
-0.9%
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.28M
|
-$75.8K
|
-1,235
|
-2%
|
|
|
12
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.54M
|
+$1.88M
|
+30,569
|
+105%
|
|
|
13
|
Oxford Financial Group
Carmel,
Indiana
|
$3.5M
|
-$10.6K
|
-172
|
-0.3%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$3.49M
|
+$3.62M
|
+59,014
|
New
|
|
|
15
|
|
$3.34M
|
+$3.46M
|
+56,415
|
New
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.33M
|
-$184K
|
-2,997
|
-5%
|
|
|
17
|
|
$3.28M
|
+$496K
|
+8,069
|
+17%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$3.1M
|
+$126K
|
+2,055
|
+4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.68M
|
+$301K
|
+4,905
|
+12%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$2.64M
|
+$2.74M
|
+44,687
|
New
|
|
|
21
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.62M
|
-$190K
|
-3,098
|
-7%
|
|
|
22
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.6M
|
-$21.6K
|
-351
|
-0.8%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$2.58M
|
+$2.68M
|
+43,633
|
New
|
|
|
24
|
|
$2.56M
|
+$222K
|
+3,622
|
+9%
|
|
|
25
|
Flow Traders U.S.
New York
|
$2.46M
|
-$1.68M
|
-27,378
|
-40%
|
|
